Portside Wealth Group, LLC's ownership history for WSO

Portside Wealth Group, LLC currently holds 2.1K shares with a market value of $778.0K. It started holding WSO on 2024-09-30. At its peak, it held 3.1K shares on 2025-09-30. Its highest holding value was $1.4M on 2024-09-30. At its lowest, it held 2.1K shares on 2026-03-31, with a value of $778.0K on 2026-03-31. In the recent 180 days, Portside Wealth Group, LLC has decreased its shares by 946. In the recent year, Portside Wealth Group, LLC has decreased its shares by 773.